Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Enable Virtual Agent for Sourcing and Procurement Operations

Enable Virtual Agent for Sourcing and Procurement Operations to start chatting with the Virtual Agent.

Before you begin

Role required: admin, virtual_agent_admin

The base system provides predefined Virtual Agent topics (chatbot conversations). To customize, duplicate, and edit a topic, see Virtual Agent Designer

Procedure

  1. Navigate to All > Conversational Interfaces > Virtual Agent > Designer.

  2. In the Category field, select PSM Virtual Agent Topics.

  3. In the Type field, select Topics.

  4. Select any topic to open it and view the conversation flow.

    • To use the topic in a conversation with no changes, select Publish.
    • To test the active, published conversation topic, select Test.
    • To duplicate the topic so you can customize it, select Duplicate. Enter a name for the duplicate topic and select Save. Note: It is recommended that you use the conversation flow as delivered for optimum results.

Parent Topic:Virtual Agent for Sourcing and Procurement Operations